《大行報告》高盛下調中國建材(03323.HK)目標價至13.5元 評級「買入」
高盛發表報告指,中國建材(03323.HK)採取關鍵戰略舉措,旨擴大和加速其新材料業務,令其在未來數年從傳統的水泥生產商轉變為更加多元化的材料公司。
該行預料,這將推動中國建材在2022年至2025年盈利複合年增長率實現超過30%,以及進行多次重估,主要是料新材料板塊至2025年貢獻盈利佔比提升至44%。該行表示,將中國建材在2023年至2025年盈利預測下調5%至7%,並將其目標價由14.3元下調至13.5元,維持「買入」評級。(ca/w)
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